MHA Financial
45yrs
Top advisor by experience in Westwood
15yrs
Based in Westwood, Massachusetts, Peter Smith is a fiduciary financial advisor with 15 years of industry experience. Peter joined Kestra Advisory Services in 2025, after ten years at Commonwealth Financial Network and four years at Triad Advisors. Peter holds the CFP® designation.
One of 136 advisors with offices in Westwood, and one of 123 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% of advisors nationwide
Office1 University Ave. Suite 2b, Westwood, MA 02090
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Oct 2025 – nowKestra Advisory Services, LLCCurrent firm
- 2015 – 2025Commonwealth Financial NetworkPreviously
- 2011 – 2015Triad Advisors LLCPreviously
Questions to ask Peter
Tailored to Peter’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Peter
How do I contact Peter?
Call Kestra Advisory Services at (844) 553-7872 and ask for Peter Smith. Peter works from the Westwood, MA office.
How long has Peter been a financial advisor?
Peter has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does Peter hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Peter a fiduciary?
Peter is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Peter paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Peter for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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